Paperwork
Keep receipts, bills, statements and other records in one place — then hand them over in one click.
Synthetic demo data · not real accounting advice
Drop receipts, bills or statements here
PDF, photos, spreadsheets, Word files… several at once is fine.
Document library · 0 files
Nothing here yet — drop your first receipt above.
What accountants ask for
You've covered 0 of 12 document types.
Expense receipt
Backs up every expense you deduct — tax authorities can ask for receipts, especially over ~$75.
Supplier bill
Lets the accountant match purchases to payments and track what you still owe.
Sales invoice (issued)
Proves your income figures and supports accounts receivable.
Bank statement
The accountant reconciles your books against these — the #1 requested document.
Credit card statement
Captures expenses that never hit the bank account directly.
Payroll record
Confirms wages, withholdings, and employer taxes — needed for both books and tax returns.
Tax document
Prior returns carry forward; payment proofs prevent double-paying; contractor forms are legally required.
Loan / lease document
Interest is usually deductible and loan balances belong on the balance sheet.
Asset / equipment purchase
Large purchases may be depreciated or expensed under special rules; the accountant decides which.
Insurance policy
Premiums are typically deductible and coverage matters for the accountant's risk notes.
Contract / legal
Gives the accountant (or a lawyer) context for unusual transactions and obligations.
Vehicle / mileage log
Required to deduct vehicle costs — without a log the deduction is often disallowed.
How this works
Everything you drop here stays in your browser — nothing is uploaded to a server.
Tag each file with a type and date so it lands in the right folder of your hand-over packages.
When you're ready, go to Accountant & Tax to generate a package with your numbers and all this paperwork.